MP Financial Services provides comprehensive financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. MP Financial Services helps clients by recommending outside independent investment managers to actively manage portions of their portfolios, while MP Financial Services provides ongoing monitoring, reviews, and general financial advice. In addition to investment oversight, MP Financial Services offers standalone financial planning and consulting covering tax-related and non-investment matters. Certain professionals at MP Financial Services are also licensed insurance agents and may offer insurance products, and the firm has affiliations with a certified public accounting firm for tax and accounting needs.
Fee Structure
MP Financial Services connects clients with independent investment managers who handle portfolio trading and management. MP Financial Services oversees these managers and reviews account performance regularly, receiving a fee paid directly from the independent manager or bundled program fee without any extra out-of-pocket charge to you.